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created at
2025-10-02 05:05:22
updated at
2026-01-12 03:26:32
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2026-01-11 17:37:22
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title
Compound Planning | Newsroom
excerpt
content
✕Get StartedCreate an account to start tracking your net worthNewsroomRead the latest updates from the Compound team including company, product, and partnership announcements.Forbes America's Top RIA Firms 202501 December 2025FeaturedCompanyBest Wealth Managers & Advisors Under 40 in the USA | Rising Stars13 October 2025CompanyFeaturedIntroducing Activity Monitor for Financial Advisors5 min read16 September 2025FeaturedCompanyCompound Planning Achieves 269% Growth, Crosses $4 Billion in AUM 2 min read13 August 2025FeaturedCompanyCompound Planning Ranked Among Financial Advisor Magazine’s Top RIAs and 50 Fastest Growing RIAs 5 min read24 July 2025FeaturedCompanyCompound Planning Eclipses 50 Total Advisors; Continues Momentum with Eight Latest Additions7 min read23 June 2025FeaturedCompanyCompound Planning Grows to $3 Billion in AUM; Adds $1.2 Billion Advisor Team 7 min read03 March 2025FeaturedCompanyCompound Planning Adds Tax Filing to Client Dashboard, Streamlining How Advisors Ma...
author
updated
2026-01-20 07:40:52
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updated
2026-01-20 07:40:52
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